Filed August 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE BENEFIT RESOURCES, INC.2+ years Service code 15 · EIN 45-3983343 PO BOX 1193 · HELENA, MT 596241193 | Recordkeeping | $4,000 |
Filed as: FINANCIAL NETWORK INVESTMENT CORP. Service code 63 · EIN 95-3845382 200 N. SEPULVEDA BLVD. · EL SEGUNDO, CA 902455672 | 12b-1 Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,123 | $87,841-5.4% | $133,980-38.0% | $62,891+32.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.83% | 12.05%-4.2pp | 29.30%-21.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $7,197 | $3,483+106.6% | $5,211+38.1% | $2,281+215.5% |
| Participant deferral / active EE | $13,096 | $4,812+172.1% | $6,282+108.5% | $3,203+308.9% |
| Admin fee / account holder | $37 | $5,371-99.3% | $9,324-99.6% | $4,296-99.1% |